# Intakes and checks

Create and advance records directly in Data views.

An intake is a section of grid views in **Data**, with each view showing one step on the same table. Edit the existing row; do not create another record each time it advances. This CRM uses Data views for registration, daily work and review.

## Start in the right table

| Task | Entry view | What to complete |
| --- | --- | --- |
| Name a shared person | People → Step 1 - Name the person | First Name* and the known Last Name |
| Add contact details | People → Step 2 - Add a way to reach them | Email, then Telephone and notes when known |
| Identify a shared company | Companies → Step 1 - Name the company and its site | Legal Name*, Alternate Name* and known Website°; review missing source facts |
| Start a lead | Deal → Step 1 - Say who the client is | Company° or People° |
| Assign the seller | Deal → Step 2 - Set who is accountable | Accountable (Company)*, then Accountable (Person)* |
| Complete a proposal | Deal → Step 3 - Complete the proposal | Product*, Value* and Expected Close Date* at Proposal Sent or Negotiation |
| Advance or close | Deal → Step 4 - Advance or close the deal | Deal Stage*, then Won, Lost or Abandoned once Deal Check is clear |
| Work open leads | Deal → Leads | Deal Stage* as the conversation advances |

Search the Directory before adding identities. Core owns People and Companies. The visible intake does not establish a verified two-way sync contract; correct the source when the mirror does not allow editing. [Manage deals](/systems/crm/manage-deals) explains identity reuse and accountability.

## Advance the same row

Fill the inputs shown in the current step. Intake Step is calculated from record values and determines the next matching queue. A row can disappear immediately after an edit because it now matches another step. Find it in the next step or the table’s reference view; disappearance is not deletion.

Deal moves through client, accountability, proposal data (only at Proposal Sent or Negotiation) and advancement/outcome. Check - Deal exceptions collects any Deal, open or closed, with a Deal Check warning or missing data. A campaign has no intake of its own in the CRM: pick it in Campaign° on the Deal. Read the check beside the relevant status before changing that status.

## Separate checks from intake steps

Interaction has Check 1 - Complete event data, Check 2 - Upcoming meetings and Check 3 - Record meeting outcome. These are work/check queues, not a separate form. Create a manual contact or update an existing booking in the table, then use the queues to complete and review it.

Campaign (mirror) has availability, monitoring, exception and history views. A valid campaign is not linked to any lead until a Deal picks it in Campaign°. See [Manage campaigns](/systems/crm/manage-campaigns).

## Recognize completion and exceptions

`*` marks an expected business input and `°` an optional input. A field label is not a database constraint. A blank Intake Step means the record no longer matches a step; it does not certify all business checks. Review Deal Check or the relevant event check and confirm the intended state in a reference view.

Interaction next-action fields are not copied anywhere; the next action of a sale lives in [Tasks](/systems/crm/entity-task). Closed deals leave the intake, including a disqualified lead set to Lost. These are current routing details, not instructions to duplicate the record.

## Maintain the view contract

Follow the adopted [Intake views rule](/ux/product-and-ui/intake-views): a section of grid steps, one routing formula, only the necessary columns and a final validation/status decision. The [entity references](/systems/crm/entities) record current formulas; the rule describes the intended pattern and does not prove every existing view conforms. Keep filters aligned with the formula labels after any change.

Use [Data views](/systems/crm/data-views) for the full catalog and direct links, and [Troubleshooting](/systems/crm/troubleshooting) when a record is missing or remains in a check.